Season 5 Episode 45 - Delivering Financial Impact with Financial Coaching ft. Holly Morphew, AFC®

About our guest…

Holly Morphew, AFC® is a visionary, financial coach, and multi-generational entrepreneur. She’s the founder + CEO of Financial Impact, which helps professionals and entrepreneurs create personal wealth and financial independence.

A pioneer in the personal finance industry, Holly’s work has been featured in Forbes, Business Insider, Yahoo Finance, FemFounder, and more. In 2008 Holly received the prestigious “Rotarian of the Year” award for her work in financial literacy, and in 2017 she was recognized by the Association for Financial Planning and Counseling Education ® with the "Bridging the Gap" award for outstanding work as an Accredited Financial Counselor® in private practice.

Her book Simple Wealth is a #1 best seller in nine out of ten categories including money management, women & business, personal finance, real estate, retirement, budgeting, personal transformation, credit repair, and wealth management.

Holly has a B.A. from the University of Colorado in International Affairs and Japanese with a Minor in Business. Today, Holly speaks, coaches, and writes about money, personal transformation, and creating a life of design.


What we talked about…

🎙️ Finding your tribe 

🎙️ Serving Your Tribe & Delivering Impact

🎙️ The Impact of Financial Coaching on Financial Advice

🎙️  How do coaches and advisors work together to deliver transformation for clients?


Resources from this podcast…

  • Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

  • Listen to previous podcast episodes, clicking here.

  • Join our weekly newsletter, click here.

  • Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

  • And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Thanks again for listening, reading, and watching!

Check out our podcast playlist on Youtube! 👇🏽👇🏽

Previous
Previous

Season 5 Episode 46 - Finding Media Opportunities as a Financial Professional ft. Brittney Castro, CFP®, CRPC®, AAMS®

Next
Next

Season 5 Episode 44 - Navigating the Difficulties of Retaining Good Talent as a Fee-Only RIA ft. Raquel Hinman